The FreeAgent tutorial was really fun to make as in this Tutorial I am using a concept of having my own Chocolate making and selling business (like one in the real world I would have 🍫🍫🍫 ).
In this tutorial I am going through Registration process and Settings section (as always I do 👍), adding Projects and recording time through Time Tracking function, recording bills & expenses, issuing estimates & sales invoices as well as uploading bank statement to reconcile my business bank account. Also, at the end of period I am reviewing my business operations through FreeAgent provided Reports. Any corrections required - not an issue - in this tutorial I will show you how to post Journal as well. 🙌
👉 Here are the timestamps of the FreeAgent Tutorial - skip to the sections you are interested in the most:
00:00 Intro, Registration process on FreeAgent and add Bank accounts
07:45 Review and update Settings
21:54 Add Contacts (e.g. Suppliers and Customers)
27:36 Create Projects, start Time Tracking and create Estimates (Quotes)
39:21 Record Bills and add Payments
48:21 Convert Estimate (Quote) to Sales invoice, issue Sales Invoices and Credit Notes, and set up Recurring Invoices
59:17 Record Expenses
01:04:37 Banking - upload statement and reconcile bank account
01:26:26 Review Reports, record Journal Entries and access Taxes (Self-Assessment for Sole Traders)
01:39:10 End scene. (Thank you for Watching 🙏)
FreeAgent Review watch here - [ Ссылка ]
FreeAgent is an online accounting software that is developed specifically for freelancers and small business owners. And, if you have your trusted or chosen accountant for your business to handle your business finance function side, then FreeAgent is made also for your accountants to use it.
You can check this software here - [ Ссылка ]
If you have any questions or need further advice, feel free to reach out to me via email: positiveritahere@gmail.com
📊 I provide Accounting and Bookkeeping services
👉 My Website - [ Ссылка ]
Disclaimer - I am sharing my personal understanding and knowledge of the information that I think is important and interesting to the taxpayers, business owners, students and anyone interested in the topics I am sharing. Please use this information with a caution as there are different cases and scenarios that may change your circumstances. This information is not a legal advice nor should it be used for any legal disputes.
This is an informative material and should be used to get an overall insight about the subject discussed.
#FreeAgentTutorial #FreeAgentSoftware #FreeAgent
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